KKM Financial’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.57M | Buy |
30,282
+6,821
| +29% | +$805K | 1.24% | 28 |
|
|
2025
Q1 | $2.86M | Buy |
23,461
+744
| +3% | +$90.7K | 1.21% | 29 |
|
|
2024
Q4 | $2.45M | Buy |
22,717
+1,134
| +5% | +$122K | 1.02% | 42 |
|
|
2024
Q3 | $2.49M | Buy |
21,583
+1,399
| +7% | +$161K | 1.23% | 33 |
|
|
2024
Q2 | $2.03M | Buy |
20,184
+194
| +1% | +$19.5K | 0.96% | 43 |
|
|
2024
Q1 | $1.93M | Buy |
19,990
+3,800
| +23% | +$367K | 0.94% | 50 |
|
|
2023
Q4 | $1.57M | Buy |
+16,190
| New | +$1.57M | 0.99% | 46 |
|